Method Community

[quote user="smohyee"]without having to recreate them from scratch.[/quote] Unfortunately you will have to recreate the action sets for those OnLoad/OnPopup actions - in future, if you plan to reuse the OnLoad/OnPopup actions then definitely put them into a button so you can just call them.  It also makes the action set more ...

It would be great if the datetime of activity defaulted to email datetime rather than current datetime.  Or Is this a setting that I missed?

Chad, please do! Even if you guys don't make it high priority, I think it's a sensible improvement to make. You guys have functions for calling or copying action sets, so why not extend those functions to all the action sets on a screen?  BTW, your workaround only works with new screens when first desiging the action sets. I ...

[quote user="AutumnW"]How can I get around this?[/quote] Unfortunately there is no workaround for this - Transaction is the one table we lock down to prevent editing.  You'll have to tackle this screen in another way - possibly looping through the transaction table to get the information you need and storing that in ...

I can put the request into our team but I know there are other priorities at the moment.  You can acheive this through a little work around I just tested - put the action sets for OnScreenLoad and OnPopupClose into a hidden button and call that action set within the OnScreenLoad and OnPopupClose.   ~C

I'm glad that article helped you out!  Keep on the look out for more articles in the near future. ~C

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3400) - the “folder” field is no longer a required field. (QBD & QBO) Edit Document Fixed (#3400) - the “folder” field is no longer a required field. ...

 Hi Jacob, Does the page load successfully when you login to method normally? Does it show you any form of warning/error message? Dave    

[quote user="smohyee"]Where is the data kept in Method to show whether a certain Payment Receipt was processed through a gateway or not, and that it was processed successfully?[/quote] If you have a look at the Credit Card help article you'll notice that step 20 has an option to enter a name for the action result and action result ...

Hi Wavetec - I'm an advanced certified Method consultant and provide an extensive amount of support and customization services for many clients using Method.  In similar customization projects, we've added an additional selection grid on the left of the screen to accomplish this.  It sounds like you've already added the ...